LAM Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

LAM Group’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$956K	Hold	7,700	–	–	0.47%	52
2026 Q1	$821K	Hold	7,700	–	–	0.45%	53
2025 Q4	$911K	Hold	7,700	–	–	0.52%	48
2025 Q3	$902K	Hold	7,700	–	–	0.56%	44
2025 Q2	$817K	Hold	7,700	–	–	0.55%	46
2025 Q1	$695K	Hold	7,700	–	–	0.51%	48
2024 Q4	$773K	Hold	7,700	–	–	0.55%	47
2024 Q3	$723K	Hold	7,700	–	–	0.51%	49
2024 Q2	$702K	Hold	7,700	–	–	0.59%	44
2024 Q1	$649K	Hold	7,700	–	–	0.53%	44
2023 Q4	$584K	Hold	7,700	–	–	0.53%	43
2023 Q3	$512K	Hold	7,700	–	–	0.5%	44
2023 Q2	$530K	Hold	7,700	–	–	0.49%	42
2023 Q1	$470K	Hold	7,700	–	–	0.46%	44
2022 Q4	$412K	Buy	+7,700	New	+$424K	0.42%	44

Other funds holding IWF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

LAM Group's IWF Position: Q2 2026 in Review

LAM Group held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 7,700 shares worth $956K. The position accounts for 0.47% of the portfolio, ranked #52.

LAM Group first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. 1,227 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

LAM Group held 7,700 shares of iShares Russell 1000 Growth ETF worth $956K as of Q2 2026.
LAM Group left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.47% of LAM Group's portfolio in Q2 2026, its #52 holding.
LAM Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on LAM Group's 13F filing for Q2 2026, filed 10 Jul 2026.